Portfolio Analysis

At Angell Capital Management, we use a proprietary analysis review process that lets investors see a detailed breakdown and thorough analysis of their investment portfolio. This process combines our years of expertise with statistics to create an easy-to-read, in-depth report. The result?

With portfolio analysis services by Angell Capital Management, our clients truly understand the rewards and potential risk of their current portfolio. From there, you can decide if your current investment portfolio is matching your needs – or take our suggestions for improvement so that we can help you align your future financial goals with your investments.

Finding the Right Strategy Takes Teamwork
We feel that creating the right mix in your investment portfolio starts with a strategic partnership. Angell Capital Management’s St. Louis portfolio analysis team keep you actively involved in making investment decisions and understanding what you are investing in. We assess your financial situation, offer up suggestions and help you create the right investment strategy.

Here’s what you can expect at your analysis appointment:

  • You tell us your goals. This should be easy enough. Simply tell us what you are investing for – retirement, college savings or you just want a preponderance of wealth. We’ll take those goals and identify which accounts should be included within that plan and which investments are pulling you further from your goals. Because we have no commitments with investment firms, you can rest assured that our suggestions are based on our experience – not a pending commission.
  • Create the right mix of investments. From here, we explore various asset mixes and potential returns to help establish the best mix of investments that line up with your goals.

Our analysis compares your existing portfolio to what we think is better suited for your means. We also offer a list of strategies so that you can decide just how you want to invest – whether it is via hedge funds, mutual funds, etc.

Our investment can also spill into our other comprehensive services, such as investment management or asset allocation design. But, in order for us to first manage or even design the right plan, we need to analyze where you are currently.

Get Started with Angell Capital Management’s Portfolio Analysis Services in St. Louis
If you are ready to see where your investments are taking you, contact Angell Capital Management today. Our client list is selective, but we can meet with you to see if you are the right fit for our group. Call 636-896-8000 or contact us online for more information.